My Services As A Life Insurance Agent And Financial Adviser

Update: I am no longer an insurance agent and am not in any representing Manulife. However, I can refer you to my agent friends for your insurance needs.

Are you looking for a life insurance agent and financial adviser? You have found one. I can help you provide solutions to your financial needs and priorities. Or someone you know because almost everybody needs insurance and financial planning. I will walk you through the process of finding out your needs and priorities...

Keep on reading for an overview of my services. Or you can contact me here for inquiries (opens new window).

Income replacement. This secures the usual lifestyle of your family and dependents. I’m sure you know how much you contribute to the household expenses. We can set up the fund to replace that in case something happens to you. It is protecting your household expenses.

Education. A secure future starts with a good education. And better education is still one of the best things you can offer to your child. An educational plan gives you the fund at a time you need it most. You have the money when your child enters high school or college in the Philippines or abroad.

Savings/retirement. It is good when you have the option of when and how to retire. Are your retirement benefits enough to sustain your current standard of living? Do you know how much money is required to retire? The only person who can take care of the old you is the young person you are now.

Inheritance. As a life insurance agent and financial adviser, I can help you set up a plan where your heirs or children inherit money from you. You get the benefits to hand down to your children if you live longer. Or they get the inheritance in case the unthinkable happens to you.

Final expenses. Death is costly for those caught unprepared. Who will take care of medical bills, funeral expenses, estate tax and other taxes? Will you let your family carry the burden that should have been avoided? The higher is your net worth the more you need planning. This will allow your family or heirs to enjoy the assets and properties that you have built.

Employee benefits. Employees are a valuable resource of your company. Benefits such as group insurance or pension make them feel important, which would translate to better productivity in the workplace.

These are my main services as a life insurance agent and financial adviser. We do not know your needs and priorities until we discuss your situation. To do that, please send me a message here. I will get in touch with you as soon as I can.

Make sure to double check your email address. I will use it only to reply to your message. I don't send unsolicited emails so your email address is safe with me.